How big is Aesara LLC's plan?

Aesara LLC's plan reported $2.8M in assets and 35 participants for 2024.

Original filing (PDF)20250530114659NAL0008050129001

Aesara LLC

Name: Aesara LLC — Aesara 401(k), Form 5500 (2024)
Creator: Aesara LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aesara 401(k)

401(k) retirement plan · Aesara LLC's Aesara 401(k) held $2.8M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Jennifer Kelley signed Aesara LLC's 2024 Form 5500 as plan administrator.

Jennifer Kelley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aesara LLC's EIN is 81-2306407.

EIN 81-2306407

Plan number 001

Plan year 2024

ACK ID 20250530114659NAL0008050129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aesara LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aesara LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AESARA LLC

EIN

all filings

Address

PO BOX 4266 · CHAPEL HILL, NC · 27515

Phone

(603) 686-0091

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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